+44.0%
DLTR vs GEN
+20.2%
+23.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.0% | +5.7% | +9.0% |
| 7D | +15.6% | +26.9% | -11.3% | +11.6% |
| 30D | +29.9% | +38.6% | -8.8% | +24.1% |
| 3M | +12.5% | +9.7% | +2.7% | +10.1% |
| 6M | +56.3% | +58.9% | -2.6% | +42.1% |
| YTD | +19.5% | +15.3% | +4.2% | +19.1% |
| 1Y | +44.0% | +21.8% | +22.2% | +37.7% |
| All | +44.0% | +20.2% | +23.9% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling